The Senior Performance Analyst will be responsible for calculating, analyzing, and communicating the performance of my clients products/strategies to internal teams as well as prospective and existing clients. The products/strategies under analysis may include funds, separate accounts, sub-advisory accounts, fiduciary accounts, overlays, and competitor products. They will also be responsible for coordinating internal and external performance reporting, overseeing custodian banks, off-shore administrators, and other service providers in their handling of daily fund operations, preparing fund financial statements, and preparing quarterly trustee presentations.

Responsibilities:

• Calculate, analyze, and report the performance of complex investment products or strategies to internal portfolio teams or external clients.
• Calculate attribution based on a myriad of factors and levels (e.g. security level, portfolio level, macro level).
• Be a "go-to" performance expert for internal clients when discussing an approach to performance analysis.
• Ensure the accurate and timely production of performance reporting.
• Oversee/manage the calculation of performance by Russell's vendors and ensure an appropriate level of service delivery in line with agreed service levels and KPIs.
• Collaborate across the Global Performance & Reporting team and with internal constituents to establish performance standards.
• Compare, contrast and reconcile the salient factors behind multiple in performance returns.
• Stay up to date on current trends in asset management, in addition to financial markets, securities, and general investment themes, as well as advances in performance theory and practice.
• Collaborate with business partners to establish performance reporting standards which ensure efficient production of performance analysis.
• Stay abreast of Global Investment Performance Standards (GIPS) and support the annual GIPS verification process.
• Provide performance reports to internal investment committees.
• Liaise with vendors to outline changes to performance report structures.
• Manage the distribution of performance reports through various mediums.
• Assist in managing the integrity and consistency of stored performance results.
• Understand the various legal ramifications associated with reporting index and peer group data.
• Assist the reporting team in sourcing performance results.

Qualifications & Experience:

• Bachelor's Degree with emphasis in Economics, Finance, Mathematics, Statistics, or related subjects.
• CIPM, CFA, or equivalent experience in performance.
• 2 years of investment/financial services experience.